One Plus One Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

One Plus One Wealth Management’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.38M	Sell	56,813 -660	-1%	-$16K	0.59%	38
2026 Q1	$1.39M	Buy	57,473 +3,019	+6%	+$73.3K	0.59%	40
2025 Q4	$1.32M	Buy	54,454 +823	+2%	+$20K	0.61%	44
2025 Q3	$1.31M	Buy	53,631 +2,650	+5%	+$64.3K	0.63%	42
2025 Q2	$1.24M	Buy	50,981 +3,183	+7%	+$76.8K	0.67%	39
2025 Q1	$1.16M	Buy	47,798 +23,798	+99%	+$572K	0.63%	42
2024 Q4	$575K	Buy	+24,000	New	+$578K	0.34%	56

Other funds holding IBDS

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

One Plus One Wealth Management's IBDS Position: Q2 2026 in Review

One Plus One Wealth Management reduced its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 1.1% in Q2 2026, selling an estimated $16K and leaving 56,813 shares worth $1.38M. The position accounts for 0.59% of the portfolio, ranked #38.

One Plus One Wealth Management first reported a position in IBDS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q1 2026. 216 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

One Plus One Wealth Management held 56,813 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $1.38M as of Q2 2026.
One Plus One Wealth Management sold 660 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $16K.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.59% of One Plus One Wealth Management's portfolio in Q2 2026, its #38 holding.
One Plus One Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
One Plus One Wealth Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $1.39M in Q1 2026.
216 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on One Plus One Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.